Plante Moran Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 105 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$1,041
-89.6%
42
-89.7%
0.00%
-100.0%
Q3 2022$10,000
+400.0%
407
+578.3%
0.00%
+100.0%
Q4 2018$2,000
-93.8%
60
-94.5%
0.00%
-94.4%
Q4 2017$32,000
+3.2%
1,0850.0%0.02%0.0%
Q3 2017$31,0001,0850.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2018
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 536,533$14,067,8868.40%
Unison Advisors LLC 2,586,657$67,822,1627.98%
Arlington Financial Advisors, LLC 689,785$18,086,1636.41%
Charles Schwab Investment Advisory, Inc. 119,755,020$3,139,976,6134.96%
RHS Financial, LLC 251,241$6,587,5404.61%
Sebold Capital Management, Inc. 197,387$5,175,4984.23%
Pinnacle Wealth Management, LLC 124,218$3,256,9963.95%
Seven Springs Wealth Group, LLC 306,810$8,044,5593.86%
Prairiewood Capital, LLC 206,255$5,407,9993.51%
Kelman-Lazarov, Inc. 524,250$13,745,8353.25%
View complete list of SCHWAB STRATEGIC TR shareholders